United Advisor Group, LLC Reduced Holdings in Q1 2025

United Advisor Group, LLC

  • $455 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FDX
Fedex Corp

Industrials
-71
- 2.44%
$230.33 - $281.53 $16.4K - $20K
2.84K $691K
NFLX
Netflix Inc

Communication Services
-170
- 18.1%
$828.4 - $1058.6 $141K - $180K
769 $717K
PLTR
Palantir Technologies Inc.

Technology
-11.5K
- 11.76%
$64.98 - $124.62 $749K - $1.44M
86.5K $7.3M
HYZD
Wisdomtree Tr Interest Rate He

ETFs
-4.74K
- 21.37%
$21.89 - $22.65 $104K - $107K
17.5K $382K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
-2.25K
- 2.84%
$16.48 - $19.07 $37.1K - $43K
77.3K $1.28M
EL
Estee Lauder Companies Inc

Consumer Defensive
-934
- 20.89%
$64.26 - $85.48 $60K - $79.8K
3.54K $233K
OMFL
Invesco Exchange Traded Self I

ETFs
-1.63K
- 23.42%
$52.19 - $57.45 $85.3K - $93.9K
5.34K $284K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-57
- 0.16%
$31.63 - $35.22 $1.8K - $2.01K
36.6K $1.17M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.21K
- 24.06%
$87.68 - $94.52 $106K - $114K
3.81K $357K
EMR
Emerson Electric CO

Industrials
-413
- 13.83%
$108.64 - $131.17 $44.9K - $54.2K
2.57K $282K
UNH
Unitedhealth Group Inc

Healthcare
-233
- 11.06%
$461.52 - $548.18 $108K - $128K
1.87K $980K
MA
Mastercard Inc

Financial Services
-188
- 21.17%
$504.67 - $576.31 $94.9K - $108K
700 $383K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-139
- 21.96%
$497.6 - $606.74 $69.2K - $84.3K
494 $245K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-74
- 16.26%
$634.14 - $744.83 $46.9K - $55.1K
381 $241K
VOE
Vanguard Mid Cap Value Index F

ETFs
-502
- 19.11%
$156.61 - $168.02 $78.6K - $84.3K
2.13K $341K
NEE
Nextera Energy Inc

Utilities
-1.12K
- 25.84%
$66.96 - $76.16 $74.8K - $85.1K
3.21K $227K
TRV
Travelers Companies, Inc.

Financial Services
-452
- 27.0%
$232.43 - $265.13 $105K - $120K
1.22K $323K
SO
Southern CO

Utilities
-1.41K
- 24.86%
$80.96 - $92.96 $114K - $131K
4.27K $392K
CBSH
Commerce Bancshares Inc

Financial Services
-1.09K
- 3.51%
$58.85 - $68.59 $64.3K - $75K
30K $1.87M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-1.61K
- 16.92%
$42.36 - $43.8 $68.2K - $70.5K
7.9K $343K
RTX
Raytheon Technologies Corp

Industrials
-1.14K
- 21.31%
$114.1 - $135.66 $130K - $154K
4.2K $556K
KO
Coca Cola CO

Consumer Defensive
-2.59K
- 19.36%
$60.81 - $72.32 $157K - $187K
10.8K $771K
ZTS
Zoetis Inc.

Healthcare
-397
- 9.23%
$156.48 - $175.67 $62.1K - $69.7K
3.91K $642K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-1.13K
- 19.55%
$49.67 - $51.43 $56.3K - $58.3K
4.66K $238K
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
-1.69K
- 8.08%
$34.06 - $36.44 $57.4K - $61.4K
19.2K $678K
CION
Cion Investment Corp

Financial Services
-2.32K
- 8.77%
$10.35 - $12.55 $24K - $29.1K
24.1K $249K
VO
Vanguard Mid Cap ETF

ETFs
-169
- 17.04%
$251.87 - $277.95 $42.6K - $47K
823 $212K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-258
- 14.58%
$169.43 - $182.84 $43.7K - $47.2K
1.51K $261K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-137
- 1.38%
$57.21 - $65.8 $7.84K - $9.01K
9.77K $570K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-28
- 0.84%
$147.38 - $176.39 $4.13K - $4.94K
3.3K $501K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-1.59K
- 16.12%
$29.72 - $31.94 $47.3K - $50.8K
8.27K $255K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-495
- 1.18%
$56.17 - $59.71 $27.8K - $29.6K
41.5K $2.37M
FVD
First Tr Value Line Divid Inde

ETFs
-1.28K
- 10.17%
$42.61 - $45.51 $54.6K - $58.3K
11.3K $504K
QJUN
First Tr ETF
-361
- 2.03%
$26.45 - $29.15 $9.55K - $10.5K
17.4K $461K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-414
- 3.88%
N/A
10.3K $881K
SBUX
Starbucks Corp

Consumer Cyclical
-749
- 12.47%
$91.75 - $115.81 $68.7K - $86.7K
5.26K $515K
IXN
Ishares Global Information Tec

ETFs
-63
- 2.14%
$75.73 - $88.4 $4.77K - $5.57K
2.88K $218K
KR
Kroger CO

Consumer Defensive
-1.01K
- 17.04%
$58.36 - $67.72 $58.7K - $68.1K
4.9K $331K
XLC
Select Sector Spdr Tr Communic

ETFs
-283
- 8.09%
$94.84 - $105.31 $26.8K - $29.8K
3.22K $310K
PEP
Pepsico Inc

Consumer Defensive
-126
- 4.02%
$142.64 - $156.42 $18K - $19.7K
3.01K $451K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-248
- 2.88%
$49.36 - $53.08 $12.2K - $13.2K
8.36K $417K
GE
General Electric CO

Industrials
-446
- 23.25%
$168.59 - $212.13 $75.2K - $94.6K
1.47K $294K
XLP
Consumer Staples Sector Spdr

ETFs
-315
- 8.35%
N/A
3.46K $262K
AMGN
Amgen Inc

Healthcare
-261
- 22.08%
$258.59 - $327.36 $67.5K - $85.4K
921 $286K
MAIN
Main Street Capital Corp

Financial Services
-60
- 0.78%
$54.71 - $63.1 $3.28K - $3.79K
7.65K $432K
VV
Vanguard Large Cap ETF

ETFs
-15
- 1.72%
$253.32 - $282.66 $3.8K - $4.24K
857 $220K
CRWD
Crowd Strike Holdings, Inc.

Technology
-50
- 7.07%
$308.86 - $455.36 $15.4K - $22.8K
657 $231K
DBL
Double Line Opportunistic Credit Fund

Financial Services
-747
- 3.0%
$15.51 - $15.85 $11.6K - $11.8K
24.1K $377K
Sei Exchange Traded Funds
-617
- 3.74%
N/A
15.9K $0
Activity Summary
Buys All Purchases 216 New Holdings 32 Increased Positions 184 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track United Advisor Group, LLC Portfolio

Follow United Advisor Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email